In Ingredients, you can add raw base-components used in the construction of dishes. By adding ingredients you can track stock levels and food costs more accurately.
There are 3 steps to setting up and using ingredients:
Add ingredients to the system
Attach ingredient usage amount to products
Track inventory and update levels using Ingredient Tracking
Edit Ingredients
First, we need to add ingredients to the system.
Click Edit Ingredients
In the Ingredient list:
Name -- Ingredient name
Amount -- Current stock on hand as entered in tracking
To edit or remove an existing ingredient, click Edit Details next to the ingredient name
NOTE: Ingredients must be removed from all products before they can be deleted.
To add a new ingredient, click the Add New Ingredient button
Add New Ingredient
In the Add New Ingredient panel:
Ingredient Name -- Add the name of the ingredient as it will appear in the list.
Ingredient Unit Type-- Select the unit type from the dropdown menu
Count -- For tracking items as whole units such as eggs or pre-made patties
Solid -- For tracking in solid measurement units (e.g. Dry Ounces, Dry Tablespoons etc.)
Liquid -- For tracking in liquid measurement units (e.g. Liquid Ounces, liters, etc.)
NOTE: Unit Type can not be changed after the ingredient is saved
Ingredient Tracking Unit -- Select the tracking unit you want to use in reporting. NOTE: Tracking units are limited by the choice of Ingredient Unit Type, above (i.e. Count, Solid, Liquid).
My cost is / For every / Tracking unit-- Use this section to enter your ingredient costs.
My cost is -- Enter your ingredient cost from your supplier
For every -- Enter the the number of units you receive in an order
Tracking unit -- Enter the tracking unit used by your supplier for the number of units
TIP: The system freely and automatically converts between like-unit types, so no conversion is necessary.
Minimum Par Level -- Enter the minimum amount of stock for this ingredient. When the level drops below part you can be automatically emailed. (See Low Ingredient Emails.
Custom Units -- You can set up custom units (see below)
Attached Products -- List products the ingredient is currently attached to.
NOTE: Ingredients must be removed from all products before they can be deleted.
Custom Units
After saving an ingredient, you can set up custom units.
Custom Units-- You can add custom units to the system that are defined as an amount of standard units
In Edit Custom Unit:
(Number) units of (custom unit name) is equal to (Number) of (tracking unit) -- Enter the equivalent standard units for the custom unit.
Ingredient Tracking
Manually enter changes to ingredient levels that is not from the sale of products
Track Received
When you receive stock from your suppliers, enter the amount in Track Received
In Track Received:
Search by Name -- Enter the ingredient name to filter the list for matching results
Name -- Ingredient name
Current -- The current amount on hand as tracked by the system
Amount -- Enter the amount received
Track Wasted
When product is wasted and was not rung up as sales, enter it here. For example, prep waste.
In Track Wasted
Search by Name -- Enter the ingredient name to filter the list for matching results
Name -- Ingredient name
Current -- The current amount on hand as tracked by the system
Amount -- Enter the amount wasted
Track Actual
Perform a physical audit or count of stock on hand to make adjustment that indicate variance between how much product should be in stock versus how much is actually in stock.
Search by Name -- Enter the ingredient name to filter the list for matching results
Name -- Ingredient name
Current -- The current amount on hand as tracked by the system
Amount -- Enter the amount physically counted
Adding Ingredients to Products
To add ingredients to products:
Navigate to Product Management > Menu Design
Click on the desired product to bring up the product properties menu
Select Edit Ingredients
In Edit Product ingredients:
Filter By Name -- Search for the ingredient name if you have a long list
Add Ingredient -- You can also add an ingredient here
Name -- Ingredient Name
Amount -- Enter the amount of the ingredient used by this product
Unit -- Enter the unit you wish to track the amount in